Client Services Associate

TalentWealth; Yardley (Bucks County); On-site; USD 60,000 - 80,000; Full time

Job summary

TalentWealth Recruiting, on behalf of an established independent wealth management firm located in Yardley, PA, seeks a Client Services Associate to join its growing team. Under supervision, you will provide proactive support to financial advisors and assist with efficient client service and documentation processing.

Responsibilities include handling inquiries, processing quotes, entering data into planning software, and preparing letters and spreadsheets to service existing clients and prospect

Qualifications

• Strong communication and interpersonal skills.
• Attention to detail with data entry accuracy.
• Ability to follow procedures and maintain confidentiality.

Responsibilities

• Provide proactive client service support to financial advisors and clients.
• Handle basic inquiries and provide quotes over the phone and in person.
• Enter data into financial planning software and maintain client records.
• Process and follow up on client documents for account maintenance.
• Prepare letters, forms, and spreadsheets to support servicing existing and prospective clients.
• Assist with reporting and data extraction from portfolio software.

Job description

At TalentWealth Recruiting, we partner with premier independent wealth management firms across the country to connect exceptional professionals with outstanding career opportunities.

Our client, an established and highly respected independent wealth management firm located in Yardley, PA is seeking an experienced Client Services Associate to join its growing team.

Job Summary:

Under general supervision, uses advanced skills gained through training and experience to provide proactive support to financial advisors and assist with efficient, quality client service. Follows established procedures to perform routine tasks and receives general guidance and direction to perform other work with substantial variety and complexity requiring limited decision-making responsibility. Extensive contact with clients to resolve most questions and problems and refer new or unusual issues to a higher level.

Essential Duties and Responsibilities:

• Interacts daily on the phone and in person with prospective and existing clients including handling basic inquiries and providing quotes.
• Solicits and receives orders from the Financial Advisor.
• May enter unsolicited trades at the direction of the Financial Advisor.
• Researches client and security information through the back office system.
• Assist with data gathering and data entry into financial planning software
• Processes and follows up on client documentation for proper maintenance of accounts.
• Prepares letters, forms, and spreadsheets to assist with servicing existing clients and prospecting new clients.
• Creates and maintains records and files.
• Ensures required client paperwork is current with firm and industry requirements, rules, and regulations.
• Maintains databases and creates reports using portfolio software programs.
• Receives and processes securities.
• Participates in and receives cross-training,